Q4 24 EPS
$0.30
BEAT +40.85%
Est. $0.21
Q4 24 Revenue
$411.0M
BEAT +2.75%
Est. $400.0M
vs S&P Since Q4 24
-47.5%
TRAILING MARKET
TRIP -25.2% vs S&P +22.3%
Full Year 2024 Results
FY 24 EPS
$1.30
BEAT +7.23%
Est. $1.21
FY 24 Revenue
$1.84B
BEAT +0.58%
Est. $1.82B
Market Reaction
Did TRIP Beat Earnings? Q4 2024 Results
TripAdvisor closed out 2024 with a stronger-than-expected fourth quarter, posting earnings per share of $0.30 against a consensus estimate of $0.21, a beat of roughly 40.85%, while revenue of $411.00 million edged past Wall Street's $400.01 million f… Read more TripAdvisor closed out 2024 with a stronger-than-expected fourth quarter, posting earnings per share of $0.30 against a consensus estimate of $0.21, a beat of roughly 40.85%, while revenue of $411.00 million edged past Wall Street's $400.01 million forecast and grew 5.4% year-over-year. The headline numbers, however, mask a company in active transition: GAAP net income collapsed 94% to just $2.00 million in the quarter, weighed down by $21.00 million in restructuring charges tied to workforce reductions concentrated in the legacy Brand Tripadvisor segment, where full-year revenue fell 8% to $949.00 million. The growth story belongs to Viator, the experiences marketplace, which expanded Q4 revenue 16% to $186.00 million and swung to $33.00 million in full-year adjusted EBITDA. Management expects an additional $9.00 to $11.00 million in restructuring costs in Q1 2025, and the planned merger with Liberty TripAdvisor Holdings, valued at approximately $435.00 million, remains on track to close in Q2 2025, a deal that would end the company's controlled-company structure and reshape its governance.
Key Takeaways
- • Viator revenue grew 16% YoY in Q4 driven by strong gross bookings value growth of approximately 17%
- • TheFork revenue grew 23% YoY in Q4 with bookings growth of approximately 9%
- • Brand Tripadvisor revenue declined 6% YoY driven by branded hotels weakness
- • Marketing costs increased 22% YoY in Q4 to 37% of revenue
- • Restructuring costs of $21 million incurred in Q4 primarily in Brand Tripadvisor segment
TRIP YoY Financials
Q4 2024 vs Q4 2023, source: SEC Filings
TRIP Revenue by Segment
With YoY comparisons, source: SEC Filings
“Across Tripadvisor Group, we exited 2024 with momentum, delivering meaningful progress against our strategic priorities, and strengthening our portfolio revenue and adjusted EBITDA mix.”
— Matt Goldberg, Q4 2024 Earnings Press Release
TRIP Earnings Trends
TRIP vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
TRIP EPS Trend
Earnings per share: estimate vs actual
TRIP Revenue Trend
Quarterly revenue: estimate vs actual
TRIP Quarterly Results
8 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q1 26 MISS | $-0.07 | $-0.11 | -68.45% | $382.4M | -0.68% |
| Q4 25 MISS FY | $0.13 | $0.04 | -69.63% | $411.0M | -0.40% |
| FY Full Year | — | $1.27 | — | $1.89B | — |
| Q3 25 BEAT | $0.55 | $0.65 | +17.84% | $553.0M | -1.71% |
| Q2 25 BEAT | $0.43 | $0.46 | +7.88% | $529.0M | -0.13% |
| Q1 25 BEAT | $0.05 | $0.14 | +174.51% | $398.0M | +2.66% |
| Q4 24 BEAT FY | $0.21 | $0.30 | +40.85% | $411.0M | +2.75% |
| FY Full Year | $1.21 | $1.30 | +7.23% | $1.84B | +0.58% |
| Q3 24 BEAT | $0.44 | $0.50 | +13.64% | $532.0M | +0.78% |
| Q2 24 BEAT | $0.37 | $0.39 | +5.41% | $497.0M | -1.55% |